Islands Personal Current and Savings Account application

Apply for your account

We’ll use the information you give us to check which account we can offer you.

All fields are required unless marked as optional


This application form is for sole applicants only. For joint applications please contact us to arrange an appointment or visit us in branch

You must be ordinarily resident in the Channel Islands or Isle of Man

 Please provide your main account details e.g. 309461 12345678

£

Island Account Selection

Based on the information you have given us, you are eligible to apply for the below accounts:


  • Please indicate which account(s) you would like to open
Note: you are unable to hold both an Island Gold Account and an Island Premier Account.
  • Island Fixed Rate Deposit

Each Island Fixed Rate Deposit requires a Lloyds Bank Account in your name. If you do not already have a Lloyds Bank Account in your name and have chosen to open an Island Fixed Rate Deposit, you will be required to choose an additional account from the list above

Your Account Selection

 


 

You have chosen to apply to open the following Account (s): ##product##

Please read through and confirm any declarations and notices shown below.  If nothing is shown and the Account you wanted to apply for is listed above please select "Next" to continue with your application.

If these are not correct please return to the beginning of the form using the "Back" button below.

 

Island Gold Account

  • The Travel Insurance offered with this account is underwritten by AWP P&C SA and administered in the UK by Allianz Assistance. It covers you, your partner and your children aged 18 or under (24 or under if in full time education) for trips of up to 31 days. This product is only available to persons aged 79 or under.
  • Some pre-existing medical conditions are covered, please refer to the No screen medical conditions (PDF, 353KB).

Medical screening questions

In the last 6 months have/are you or any person to be insured on this policy?

  1. Been prescribed medication?
  2. Received treatment for or consulted a doctor about any medical condition?
  3. Attended a hospital or clinic as an out-patient or in-patient for any reason?
  4. Been diagnosed as having a terminal condition?
  5. Currently awaiting tests, investigations, treatment, surgery; are awaiting the results of any tests or investigations?

If you have any medical conditions that are not listed or have answered yes to any of the medical screening questions, please contact Allianz Assistance.

To do this, please visit the Allianz Assistance Hub (securely accessed through your banking app or by using internet banking), email: travelinfoUK@allianz.com or call +44 (0)345 300 2292. If you fail to do this, it may mean you will not be covered for related claims.  For further information please refer to the Travel Insurance terms and conditions (PDF, 353KB).

Island Premier Account

  • The Travel Insurance offered with this account is underwritten by AWP P&C SA and administered in the UK by Allianz Assistance. It covers you, your partner and your children aged 18 or under (24 or under if in full time education) for trips of up to 62 days. This product is only available to persons aged 79 or under. 
  • Some pre-existing medical conditions are covered, please refer to the No screen medical conditions (PDF, 353KB)

Medical screening questions

In the last 6 months have/are you or any person to be insured on this policy?

  1. Been prescribed medication?
  2. Received treatment for or consulted a doctor about any medical condition?
  3. Attended a hospital or clinic as an out-patient or in-patient for any reason?
  4. Been diagnosed as having a terminal condition?
  5. Currently awaiting tests, investigations, treatment, surgery; are awaiting the results of any tests or investigations?

If you have any medical conditions that are not listed or have answered yes to any of the medical screening questions, please contact Allianz Assistance.

To do this, please visit the Allianz Assistance Hub (securely accessed through your banking app or using internet banking), email: travelinfoUK@allianz.com or call +44 (0)345 300 2292. If you fail to do this, it may mean you will not be covered for related claims.

For further information please refer to the Travel Insurance terms and conditions (PDF, 353KB)

Island Fixed Rate Deposit

Each Island Fixed Rate Deposit requires a Lloyds Bank Account in your name. If you do not already have a Lloyds Bank Account in your name, you will be required to choose another account (excluding Island Regular Savings Account).

 

Please confirm here that you have read and understood the Terms and Conditions (PDF, 233KB) for this product

About you

All fields are required unless marked as optional


(as they appear on your passport)
(as they appear on your passport)
(e.g. maiden name, any other name used)
Day
Month
Year
age in months
Age in years
(as this appears on your passport)
(as this appears on your passport)
What is this?

A PEP is an individual who is, or has previously been, entrusted with a prominent public function e.g. Heads of State, MP or government minister, Islands politician, member of supreme court, senior members of state-owned enterprises. This list is not exhaustive, for further guidance or support please contact us.

About you

All fields are required unless marked as optional


If you are a U.S Citizen or Resident in the U.S for Tax purposes by any other means, then the U.S. must be included as one of your countries of tax residency.

Tax Residency

For the ##q20## countries you have indicated you are Tax resident in, please provide the following details.

Country name and Tax Identification Number (TIN). 

Some countries use the functional equivalent of a TIN e.g. Tax Residents in Jersey and Guernsey this would be a Social Security/Insurance number or in the Isle of Man and United Kingdom it is either the National Insurance Number or the Tax Reference Number/Unique Taxpayer Reference.

Tax residency details 1

Please tell us the country you are tax resident in?
Whats this?

A TIN is a unique combination of letters and/or numbers assigned to an individual by the Tax Authority or Government of their Country of Tax Residency which is used to identify the individual for the purpose of collecting taxes. Some countries use the functional equivalent of a TIN e.g. Tax Residents in Jersey and Guernsey this would be a Social Security/Insurance number or in the Isle of Man and United Kingdom it is either the National Insurance Number or the Tax Reference Number/Unique Taxpayer Reference.

Tax residency details 2

Please tell us the country you are tax resident in?
Whats this?

A TIN is a unique combination of letters and/or numbers assigned to an individual by the Tax Authority or Government of their Country of Tax Residency which is used to identify the individual for the purpose of collecting taxes. Some countries use the functional equivalent of a TIN e.g. Tax Residents in Jersey and Guernsey this would be a Social Security/Insurance number or in the Isle of Man and United Kingdom it is either the National Insurance Number or the Tax Reference Number/Unique Taxpayer Reference.

Tax residency details 3

Please tell us the country you are tax resident in?
Whats this?

A TIN is a unique combination of letters and/or numbers assigned to an individual by the Tax Authority or Government of their Country of Tax Residency which is used to identify the individual for the purpose of collecting taxes. Some countries use the functional equivalent of a TIN e.g. Tax Residents in Jersey and Guernsey this would be a Social Security/Insurance number or in the Isle of Man and United Kingdom it is either the National Insurance Number or the Tax Reference Number/Unique Taxpayer Reference.

About You

Your Contact Details

All fields are required unless marked as optional


Please include country code in this format: +447976123456

Current Residential Address

You have provided ##total_duration## months of address history

You need to provide at least 3 years (36 months) worth of address history

Residential Address 1 :  
##add1##
##add2##
##add3##
##add4##
##postcode##

Duration at address: ##q23years## Years and ##q23months## Months

Residential Address 2 :  
##add1_2##
##add2_2##
##add3_2##
##add4_2##
##postcode_2##

Duration at address: ##q23years_2## Years and ##q23months_2## Months

Residential Address 3 :  
##add1_3##
##add2_3##
##add3_3##
##add4_3##
##postcode_3##

Duration at address: ##q23years_3## Years and ##q23months_3## Months

Residential Address 4 :  

##add1_4##
##add2_4##
##add3_4##
##add4_4##
##postcode_4##

Duration at address: ##q23years_4## Years and ##q23months_4## Months

Residential Address 5 :  

##add1_5##
##add2_5##
##add3_5##
##add4_5##
##postcode_5##

Duration at address: ##q23years_5## Years and ##q23months_5## Months

Correspondence Address :  

##add1_cor##
##add2_cor##
##add3_cor##
##add4_cor##
##postcode_cor##

 

About you

Your Address Details


Current Residential Address

Address:

##add1##

##add2##

##add3##

##add4##

##postcode##

Correspondence Address

(if different from your current residential address)

Address:

##add1_cor##

##add2_cor##

##add3_cor##

##add4_cor##

##postcode_cor##

Previous Residential Address

You have only provided ##total_duration## months of residential address

Please tell us your previous address's

Your address (please do not use commas)

Previous Residential Address 3

Your address (please do not use commas)

Previous Residential Address 4

Your address (please do not use commas)

Previous Residential Address 5

Your address (please do not use commas)

Employment Details


Company Address

Address:

##add1_emp##

##add2_emp##

##add3_emp##

##add4_emp##

##postcode_emp##

Your Account Options

Here we ask you to select your account options :

Please select each account shown below and complete your account options. Once you have completed this for all your selected account you will be able to continue with your application. 


Island Cheque Account 

  • Select Account Options

Island Cheque Account 

  • Options Selected

Island Gold Account

  • Select Account Options

Island Gold Account

  • Options Selected

Island Premier Account

  • Select Account Options

Island Premier Account 

  • Options Selected

Island Instant Saver Account

  • Select Account Options

Island Instant Saver Account 

  • Options Selected

Island Instant Access Account

  • Select Account Options

Island Instant Access Account

  • Options Selected

Island Monthly Saver Account

  • No additional options available

Island Fixed Rate Deposit

  • Select Account Options

Island Fixed Rate Deposit

  • Options Selected

Island Cheque Account

All fields are required unless marked as optional


Island Gold Account

All fields are required unless marked as optional


  

 

Island Premier Account

All fields are required unless marked as optional


Island Instant Saver Account

All fields are required unless marked as optional


Island Instant Access Account

All fields are required unless marked as optional


Island Fixed Rate Deposit

All fields are required unless marked as optional


This can be between £2,000 and £5,000,000
£

Please confirm which account you would like the interest paid to

Please confirm which account you would like the funds to be transferred from

This needs to be a Lloyds Bank International Account

Intended use of Account/s

All fields are required unless marked as optional


Why are you opening these accounts?

Please tell us in your own words, the reason for opening the account(s) you have applied for and their intended use.

If you have applied for more than one account in this application, then please advise of the reason for each.

Please confirm where you intend to send money to on a regular basis

Please select a country or not appliable and select "update" to update your selection.  If you would like to select more than one please repeat these steps.

A maximum of 3 countries can be selected.

Countries you travel to on a regular basis?

Please tell us any countries that you travel to on a regular basis, outside of the UK, Channel Islands and Isle of man.

Please select a country or not appliable and select "update" to update your selection.  If you would like to select more than one please repeat these steps.

A maximum of 3 countries can be selected.

Your Deposits

All fields are required unless marked as optional


£

Source of Deposit(s)

Source of wealth

 

Please explain how you have accumulated your total wealth (e.g. earnings during your lifetime, inheriting family wealth, managing your own business).  Further documentary evidence may be required.

Estimated Deposits

 

Please estimate the amount of money that will be paid in to each account applied for each year, excluding your initial deposit

 

All fields are required unless marked as optional


Value of funds deposited each year, excluding your initial deposit
£
Value of funds deposited each year, excluding your initial deposit
£
Value of funds deposited each year, excluding your initial deposit
£
Value of funds deposited each year, excluding your initial deposit
£
Value of funds deposited each year, excluding your initial deposit
£

Your Declarations

All fields are required unless marked as optional


Section A - Islands

Islands includes the following legal entities: Lloyds Bank Corporate Markets plc

In addition to the service you have asked for from your relationship manager, we would like to keep you up to date on other products and offers from other parts of the Islands that may be of interest to you. Please let us know how you would like to hear from us below. these choices won't affect any necessary information we need to send to you such as statements or the service you receive from your relationship manager and, don't worry, you can change your mind and update your preferences at any time.

 


You’ll see relevant messages when you log on to Internet Banking and our apps.If you choose ‘no’, you may still see messages, but they won’t be tailored to you.
You’ll receive relevant notifications to your mobile device.

By saying yes you are giving consent for Lloyds Bank Corporate Markets plc to use your personal information to send you relevant offers and products. Occasionally we will send you selected offers from other companies within Lloyds Banking Group that may be relevant to you.

Your Declarations

All fields are required unless marked as optional


Section B - Lloyds Bank

Lloyds Bank includes the following legal entities: Lloyds Bank plc; Lloyds Bank Insurance Services Limited; and Halifax Share Dealing Limited.

Lloyds Bank would like to keep you up to date on products and offers that may be of interest to you.

Please select how you would like to hear from the Lloyds Bank legal entities below. These choices won’t affect any necessary information Lloyds Bank Corporate Markets plc need to send you such as statements and, don’t worry, you can change your mind and update your preferences at any time.


You’ll see relevant messages when you log on to Internet Banking and our apps.If you choose ‘no’, you may still see messages, but they won’t be tailored to you.
You’ll receive relevant notifications to your mobile device.

By saying yes you are giving consent for Lloyds Bank plc; Lloyds Bank Insurance Services Limited; and Halifax Share Dealing Limited to use your personal information to send you relevant offers and products. Occasionally they will send you selected offers from other companies within Lloyds Bank Group that may be relevant to you.

Your Declarations

All fields are required unless marked as optional


Please read through the statements below and confirm your have read, understood and agree:

Your Agreement with us

 

I have read and understand the statement about how we process your personal information (PDF, 383KB)

Product terms and conditions

 

'I have read and accepted the terms and conditions (PDF, 288KB) for the following accounts ##product##. I have saved or printed a copy for my records.

Island Fixed Rate Deposit Terms and Conditions

 

I have read and accept the Island Fixed Rate Deposit  terms and conditions (PDF, 353KB). I have saved or printed a copy for my records.

Travel Insurance Agreement - Island Gold Account

 

Please confirm you have read and understood the contents of the Travel insurance terms and conditions (PDF, 353KB)

Travel Insurance Agreement - Island Premier Account

 

Please confirm you have read and understood the contents of the Travel insurance terms and conditions

Decision to apply

 

I understand that whilst Lloyds Bank are able to provide me with the information on the products and services that they offer, the decision as to whether I would like to proceed with any product or products will be down to me as I understand no advice can be given

Verification of Identity

 

As you are resident in the UK, Isle of Man or Channel Islands, we may be able to electronically verify your identity and/or address using 'Identity Authenticate' which is a service provided by Experian UK. Providing this check is successful, we may not require any form of Identification and/or Address confirmation from you.


I can confirm that you may carry out this check. For further information, please visit the Experian UK website. Please note that we are required to complete an additional check when verifying identification electronically and additional documentation may be required if we are unable to satisfy this additional check

Need some help?

If you need some help with your application - you can visit us in branch. Find your nearest branch